(Beta) Gutenberg Invoice Editor – How to customize invoice templates

Invoice Template List#

(Beta) Gutenberg Invoice Editor - enable if you want to use the invoice template appearance editor based on the Gutenberg editor.

The new editor – although already functional – is still under development. Hence the Beta label. If you have any feedback on how it works or ideas for improvement, write to us →

Enabling this option will cause (reversible) changes to how the plugin options are managed.
Settings:
- Document numbering,
- Optional hiding of the VAT number on the invoice,
- Optional hiding of fields with zero values,
- Optional display of the shipping address,
- SKU,
- Discounts,
- Signatures,
- Page numbering.
Have been moved to the template settings. Click on the option names above to see a screenshot with the new location.

Invoice Template#

Main Settings#

If tax is 0, hide seller VAT number on PDF invoices - enable to hide the seller’s VAT number on invoices if the tax is 0.
If tax is 0, hide all tax cells on PDF invoices - enable to hide VAT columns on invoices if the tax is 0.
Enable page numbering - enable page numbers in the bottom right corner of the invoice.
Invoice SettingsNext Document Number - Decide from which number the invoices should be numbered. Typically, the law of a given country requires numbering continuity within a given year. Therefore, if you used another program for invoicing, enter the next number. If you’re just starting to sell, leave number 1.
Prefix and Suffix - You can also enter prefixes and suffixes to customize the invoice naming and numbering to your needs. You can use the following shortcuts for prefixes and suffixes: {DD} - day, {MM} - month, {YYYY} - year.

Example: to get: Invoice 1/12/2020 (1 - invoice number), enter: Prefix: Invoice Suffix: /{MM}/{YYYY}

Default payment due date - For invoices, you can enter a default payment term in days. The payment date can also be edited for each invoice.
Notes - Optionally, you can enter notes that will appear on the invoice. Notes can also be edited for each invoice.

Correction Invoice Settings#

Next Document Number - Decide from which number the invoices should be numbered. Typically, the law of a given country requires numbering continuity within a given year. Therefore, if you used another program for invoicing, enter the next number. If you’re just starting to sell, leave number 1.
Prefix and Suffix - You can also enter prefixes and suffixes to customize the invoice naming and numbering to your needs. You can use the following shortcuts for prefixes and suffixes: {DD} - day, {MM} - month, {YYYY} - year.

Example: to get: Credit Note 1/12/2020 (1 - invoice number), enter:
Prefix: Invoice Suffix: /{MM}/{YYYY}

Default payment due date - For invoices, you can enter a default payment term in days. The payment date can also be edited for each invoice.
Notes - Optionally, you can enter notes that will appear on the invoice. Notes can also be edited for each invoice.

Proforma Invoice Settings#

Next Document Number - Decide from which number the invoices should be numbered. Typically, the law of a given country requires numbering continuity within a given year. Therefore, if you used another program for invoicing, enter the next number. If you’re just starting to sell, leave number 1.
Prefix and Suffix - You can also enter prefixes and suffixes to customize the invoice naming and numbering to your needs. You can use the following shortcuts for prefixes and suffixes: {DD} - day, {MM} - month, {YYYY} - year.

Example: to get: Proforma Invoice 1/12/2020 (1 - invoice number), enter:
Prefix: Invoice Suffix: /{MM}/{YYYY}

Default payment due date - For invoices, you can enter a default payment term in days. The payment date can also be edited for each invoice.
Notes - Optionally, you can enter notes that will appear on the invoice. Notes can also be edited for each invoice.

Invoice Blocks - Block List#

Dates - block containing date placeholders: sale date, payment due date, payment required date.
Summary Table - block with a table of values on the invoice (VAT rates, net and gross values).
Recipient - block with placeholders for the recipient's shipping details on the invoice woocommerce_shipping.
Company - block with placeholders for seller details.
Document Number - block with invoice number placeholder.
Payment Method - block with placeholder for the payment method used during checkout.
Logo - block allowing you to load an image from the media library.
Product Table - block with the product table from the WooCommerce order.
Customer - block with customer data placeholder, pulling from woocommerce_billing fields.
Notes - block with order notes placeholder.
Order Number - block with order number placeholder.
[feature_new]PRO[feature] Currency Conversion Table - block with currency conversion table.
Payment Link - block with a placeholder for the payment link.
Price Summary - block with placeholders for values To Pay, Paid and Total.
Signatures - block with placeholder for signatures.
Payment Status - block with placeholder for order and invoice payment status: Paid, Unpaid.